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Added just now
TD
Utility Arborist (Residential)
The Davey Tree Expert Company
Nanaimo, BC
- Full-time
Operate as an active crew member with supporting ground crew and crew leader.
Added just now
SH
Health Care Aide - Certified
Southern Health-Santé Sud
MB · Vita, MB
- Full-time
Demonstrated ability to perform as a team member and seek assistance as needed.
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TD
Utility Arborist (Residential)
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Vancouver, BC
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Atholville, NB
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Ability to workdays/evening/weekends (rotating shifts)
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CP
Senior Private Wealth Manager/Tax Director
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Toronto, ON
- Full-time
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KB
Project Sales Associate
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Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
…source of home improvement products through superior customer service and know-how, quality products, and everyday great prices. We protect our customers and staff by hiring and training…
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FH
Colleague Services Shuttle Driver
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- Full-time
You may be required to work on holidays, weekends, overnights and other non-day shifts
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KB
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Saint John, NB
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Ability to workdays/evening/weekends (rotating shifts)
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Plumbing Associate
Kent Building Supplies
Saint John, NB
- Part-time
Ability to workdays/evening/weekends (rotating shifts)
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Kent Building Supplies
Saint John, NB
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DH
Continuous Improvement Manager
Dessert Holdings
London, ON
- Full-time
As a key member of the site leadership team, the Continuous Improvement Manager will partner with the Plant Manager and functional leaders to identify the plant's most significant losses,…
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VS
Registered Practical Nurse (RPN) (2026-11065)
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Mississauga, ON
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Must have proficient computer skills (i.e
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HT
Buyer (Contract)
Husky Technologies
Bolton, ON
- Full-time
…relation to a job opportunity or testing, you should advise the member of the Talent Acquisition team in a timely fashion of any disabilities that requires accommodation measures in order…
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T
Senior Manager, Brands Consulting
THE·TEAM
Toronto, ON
- Full-time
We’re looking to add a team member to our award-winning agency’s Brand Consulting division. You are a dynamic, critical thinker with an eagerness to do whatever it takes to uncover…
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IS
Wealth Services Assistant
Island Savings
Victoria, BC
- $49,100 to $66,000 CAD / year
- Full-time
Sales and Service Strategy: Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member…
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TD
Utility Arborist (Residential)
The Davey Tree Expert Company
Port Coquitlam, BC
- Full-time
Operate as an active crew member with supporting ground crew and crew leader.
Added just now
TD
Utility Arborist (Residential)
The Davey Tree Expert Company
Vancouver, BC
- Full-time
Operate as an active crew member with supporting ground crew and crew leader.
Added just now
FR
Corporate, Infrastructure & Project Finance Group, Energy (Midstream), Associate Director- Toronto
Fitch Ratings
Toronto, ON
- Full-time
…professional growth. Embracing a “challenger mindset,” you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all…
Added just now
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
…relation to a job opportunity or testing, you should advise the member of the Talent Acquisition team in a timely fashion of any disabilities that requires accommodation measures in order…
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BU
Retail Relationship Banker
BMO U.S.
Toronto, ON
- Full-time
Acts as a key member of a collaborative and versatile branch and market team.
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GO
Maintenance Assistant
Government of Manitoba
Winnipeg, MB
- Full-time
Must possess and maintain a satisfactory Criminal Record Check · Must possess a valid Class 5 Drivers Licence and be able to work in other locations within the Division as needed
Added 1 min ago
Project Improvement and Control Room Lead
Perenti Group Services Pty Ltd
Dease Lake 9, BC
Must have good radio etiquette and strong communications skills
Added 1 min ago
G
Regional Property Manager
Greystar
Toronto, ON
- Full-time
…founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit…
Added 1 min ago
FF
Senior Private Wealth Manager/Tax Director
Focus Financial Partners
Toronto, ON
- Full-time
Being a peer resource for ad-hoc cross-border tax questions
Added 1 min ago
VH
Administrative Receptionist – Malton Clinic- Permanent Part-Time
VHA Home HealthCare
Mississauga, ON · Malton Clinic
- Part-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…

BMO

Wealth Planning Advisor

Burnaby, BC, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Dec 10, 2026
Work location: Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Experience: At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Posting language: English
Posted: Nov 10, 2026

Original job description

Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory Services, dedicated to providing advisory, planning solutions, and Subject Matter Expertise support to BMO Wealth Professionals around the wealth planning process. We leverage a team approach to deliver innovative and customized wealth planning solutions designed to assess overall wealth management needs and recommended strategies to help clients preserve, enhance, transfer and protect their wealth.

As part of the Wealth Planning Support team, the Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter support to BMO Wealth Professionals, including Private Wealth, BMO Nesbitt Burns, and BMO Private Banking. The role supports the delivery of comprehensive wealth planning solutions across investment, retirement, estate, tax, insurance, and corporate planning strategies.

Key Accountabilities

Regional Centralized Planning & Advisory Support (70%)

Deliver financial planning support through a regional dedicated centralized planning platform, including preparation/presentation and updates of financial plans.
Partner with Investment Advisors, Investment Counsellors, and Private Bankers to develop and present client plans.
Provide subject matter expertise and coaching support on wealth planning tools, including WealthPath.
Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
Collaborate with High-Net-Worth Wealth Planning Consultants and participate in enterprise-wide initiatives and programs.
Stay current on legislative, regulatory, and industry developments impacting wealth planning delivery.
Contribute to regional business growth through planning and participate in regional campaigns and initiatives.

Subject Matter Expertise (20%)

Provide technical guidance and planning expertise to wealth professionals across the enterprise.
Support frontline planners through multiple channels, including phone, email, virtual platforms and in branch regional support.
Contribute to the development of planning tools, reference materials, guides, FAQs, and learning resources to support adoption of financial planning.

Operational Effectiveness (10%)

Assist with business requirements, testing, and enhancements related to WealthPath or other planning software.
Contribute to the creation of advisor-facing planning collateral or learning to support.
Protect banks assets by ensuring adherence to regulatory requirements, policies, procedures and risk management standards.

Qualifications & Skills

At least 5+ years of financial planning experience gained through client contact or in a technical advisory supportive role to advisors, coupled with investment industry knowledge.
Strong understanding of advanced financial planning concepts and how to model in planning software
Professional Planning Designation – PFP®, QAFP® or CFP™, IQPF® in Quebec
Strong Technical Knowledge of WealthPath or equivalent planning software.
Strong customer services skills and focus
Excellent computer skills (Word, PowerPoint, Excel, MS teams, Microsoft 365.
Etc.)
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and critical thinking skills - In-depth.
Influence skills - In-depth.
Results oriented and client focused.

Work Arrangement: Hybrid role (4 days in office, 1 day remote).

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

Provide financial planning expertise, prepare and present client plans, and advise BMO wealth professionals on investment, retirement, estate, tax, insurance, and corporate planning strategies. Support planning tools and resources, respond to complex inquiries, contribute to regional growth initiatives, and help ensure operational and regulatory effectiveness.

Requirements

Requires at least five years of financial planning experience in a client-facing or technical advisory support role, investment industry knowledge, and strong understanding of advanced planning concepts and planning software such as WealthPath. Requires a professional planning designation such as PFP, QAFP, CFP, or IQPF, along with strong customer service, communication, collaboration, analytical, and computer skills.

Skills

Financial Planning
Wealth Planning
Investment Industry Knowledge
Advanced Financial Planning Concepts
WealthPath
Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Corporate Planning
Customer Service
Communication
Collaboration
Analytical Thinking
Critical Thinking
Microsoft 365

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Planning
Financial Planning
Wealth Planning Support Team
BMO Wealth Planning
Private Wealth
BMO Nesbitt Burns
BMO Private Banking
WealthPath
Investment Planning
Retirement Planning
Estate Planning
Tax Planning
Insurance Planning
Corporate Planning
High-Net-Worth Planning
Financial Plans
Planning Software
PFP
QAFP
CFP
IQPF
Regulatory Compliance
Risk Management
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Microsoft Teams
Microsoft 365

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Jobs in Canada